News & Views
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Q1 2023 Summary Report
The Q&A trends you really need to know… For Financials the Q1 2023 reporting season seemed to stumble from one troubled name to the next whilst managing to avoid outright contagion. The challenges facing several US banking names were most acute with the regional...
Q4 2022 Summary Report
The Q&A trends you really need to know… The crisis affecting SVB, Signature and the Swiss private banks occurred too late in the Q4 reporting season to really influence the overall trends in questions asked of bank management teams. However, with the laggards...
Q3 2022 Summary Report
The Q&A trends you really need to know… It has often been said that analysts asking ‘3 unrelated questions’ at company reporting sessions allows management wriggle-room to pick and choose which questions they actually want to answer. Analysts might be better off...
Q2 2022 Summary Report
The Q&A trends you really need to know… When research analysts hog the mic. and ask their usual ‘3 unrelated questions’ at a company’s quarterly results we believe they reveal far more than they actually intend to. In fact we at Veritum contend that an analysis of...
Banks must not overlook the importance of institutional memory
Knowing how to avoid the mistakes of the past is crucial
The dividend ban has failed and should be lifted
Regulators have unwittingly weakened rather than strengthened European lenders